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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,055 | $157,296-49.7% | $141,191-44.0% | $152,897-48.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 19.80% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $283 | $5,262-94.6% | $4,736-94.0% | $4,764-94.1% |
| Participant deferral / active EE | $6,859 | $7,111-3.5% | $6,710+2.2% | $5,851+17.2% |
| Admin fee / account holder | $7,096 | $12,125-41.5% | $10,264-30.9% | $11,599-38.8% |